About the role

Operational Support and Analytics Specialist at Sun Life providing operational support and analytics for investment fund accounts. Collaborating with internal teams to enhance client experience.

Responsibilities

Provide support to internal and external business partners with operational inquiries regarding investment fund accounts, trades and processing requirements
Provide support for requests, often requiring investigation and timely follow up, ensuring resolution, and providing exceptional client service
Support investment fund reporting and compliance through reporting of findings of data analysis and report creation
Support the implementation of the new risk management processes and procedures while evaluating impact of the process change on the client experience and the team productivity
Monitor and ensure compliance with regulatory requirements and SLGI policies and processes regarding investment fund (Mutual and Segregated) trading activities, Short-Term trading fees, sizeable investor holdings and a wide range of other areas
Support a variety of company program and ensure business policies and processes are being adhered to

An ability push beyond "how things are done" to understand "why" and make recommendations for process improvements
Excellent partnering skills including strength as a communicator and influencer
Excellent communication, planning, organizational and time management skills
Strong analytical and decision-making skills
Demonstrated problem solving skills with the ability to analyze complex data, interpret and present findings and solutions to leaders and other business partners
Good understanding of Canadian financial services industry and best practices
Pro-active and results focused
Flexibility and ability to prioritize to meet business objectives
Bilingualism (French, English, both oral and written) is required for Quebec only.

Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
A collaborative and interactive team environment
Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.
Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.